Meghan Patricia Lee

Employer firm

Cw Advisors, LLC CRD 310873

$15.2B regulatory AUM 47 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2019 → Present
  Congress Wealth Management Llc
  New York, NY
• 09/2018 → 08/2019
  Boston Private
  Boston, MA
• 08/2014 → 06/2018
  Babson College
  Babson Park, MA
• 06/2017 → 08/2017
  Boston Private
  Boston, MA

Designations

• Certified Financial Planner